Blaize Holdings, Inc. (NASDAQ:BZAI) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Blaize Holdings, Inc. (NASDAQ:BZAI) have been given an average recommendation of “Moderate Buy” by the six brokerages that are covering the company, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, one has issued a hold rating and four have assigned a buy rating to the company. The average 1-year price target among analysts that have covered the stock in the last year is $6.00.

A number of equities analysts recently commented on the stock. Rosenblatt Securities reaffirmed a “buy” rating and issued a $6.00 price objective on shares of Blaize in a research note on Wednesday. B. Riley Financial cut their target price on shares of Blaize from $8.00 to $5.00 and set a “buy” rating on the stock in a research note on Wednesday. Finally, Weiss Ratings restated a “sell (e+)” rating on shares of Blaize in a report on Monday, December 29th.

Blaize Price Performance

Blaize stock opened at $1.75 on Friday. Blaize has a fifty-two week low of $1.00 and a fifty-two week high of $6.76. The firm’s 50 day simple moving average is $1.34 and its 200-day simple moving average is $2.51. The company has a market cap of $194.23 million, a P/E ratio of -0.81 and a beta of 0.35.

Blaize News Roundup

Here are the key news stories impacting Blaize this week:

• Positive Sentiment: Q4 results and 2026 guidance beat expectations — management reported Q4 revenue above guidance and set 2026 revenue guidance (~$130M) near the top of the IPO-era range, supporting the company’s product-market fit in Edge AI and underpinning upside expectations. Blaize Holdings Inc (BZAI) Q4 2025 Earnings Call Highlights: Surpassing Revenue Expectations …
• Positive Sentiment: Analyst support: Rosenblatt reaffirmed a “buy” and a $6 price target, citing upside potential — this keeps bullish coverage in place and may attract buyers. Blaize buy rating and $6 PT (TickerReport)
• Positive Sentiment: Unusual options activity: Traders purchased roughly 6,318 call options (≈652% above average), signaling speculative bullish interest that can amplify short-term price moves.
• Neutral Sentiment: Analyst discussion/context pieces: Broader industry write-ups that include Blaize (alongside peers like ARM) provide background on competitive positioning but are not direct catalysts. Analysts Offer Insights on Technology Companies: ARM and Blaize
• Negative Sentiment: Some analysts trimmed targets: A recent note summarized cuts to Blaize price targets (one composite report cites a $5.80 consensus adjustment), which can cap near-term upside and increase volatility as investors reassess valuation. Earnings Release: Here’s Why Analysts Cut Their Blaize Holdings, Inc. Price Target To US$5.80
• Negative Sentiment: B. Riley lowered its target from $8 to $5 (though it kept a “buy” rating) — a downgrade in target magnitude that may moderate some bullish momentum despite the retained positive bias. B. Riley lowers PT on Blaize (Benzinga)

Institutional Investors Weigh In On Blaize

Several hedge funds have recently bought and sold shares of BZAI. Vanguard Group Inc. boosted its position in Blaize by 301.9% during the 3rd quarter. Vanguard Group Inc. now owns 3,587,998 shares of the company’s stock worth $12,379,000 after acquiring an additional 2,695,204 shares during the period. Millennium Management LLC acquired a new position in shares of Blaize in the 4th quarter valued at about $1,887,000. UBS Group AG lifted its position in shares of Blaize by 153.4% in the fourth quarter. UBS Group AG now owns 1,343,035 shares of the company’s stock worth $2,619,000 after purchasing an additional 813,121 shares in the last quarter. Cantor Fitzgerald L. P. purchased a new stake in shares of Blaize in the fourth quarter worth approximately $1,500,000. Finally, Polar Asset Management Partners Inc. acquired a new stake in shares of Blaize during the fourth quarter worth approximately $759,000. 97.12% of the stock is owned by hedge funds and other institutional investors.

About Blaize

Blaize (NASDAQ: BZAI) is a fabless semiconductor company that designs and develops hardware and software solutions for artificial intelligence (AI) and machine learning applications at the edge. The company’s core technology is centered on its proprietary Graph Streaming Processor (GSP) architecture, which combines dataflow computing with a highly parallel matrix processing engine to deliver real-time AI inference with low power consumption. Blaize’s platform is aimed at customers seeking to deploy sophisticated AI workloads in environments where power efficiency, latency and form factor are critical.

The company offers a hardware portfolio that includes standalone GSP modules, PCIe cards and M.2 form-factor boards, alongside its Blaize AI software stack.